SilverPeak Wealth Advisors, LLC
SilverPeak Wealth Prides itself on working directly with the individual and their finances.
SilverPeak is a Boulder-based independent, fee-only, Registered Investment Advisor (RIA) managing investment portfolios for clients with investable assets greater than $500,000. SilverPeak does not sell products, or work for commissions, so we have little, if any, conflicts of interests with our clients. In other words, we are intentionally designed to act in our clients’ best interest. Silver Peak’s mission is to help clients grow and protect their wealth.This is done in four ways: 1. Strategic Investing. SilverPeak portfolios are forward-looking and disciplined. We believe in broad global diversification with emphasis on value and risk management. And, we manage portfolios to specific client needs, such as income, or growth. 2. Low Fees. SilverPeak investment portfolios are built around low-cost index funds. 3. Tax Efficiency. SilverPeak manages portfolios with a keen eye on minimizing taxes. 4. Personal Financial Advisor. In addition to managing investments, Hank helps clients plan for retirement, college, and other financial goals. And, clients enjoy direct access to Hank to discuss the portfolio, and other personal financial matters.
Address: 2033 11th Street Suite 6 Boulder, CO 80302, USA
Phone: +1 720 465 5055
FAX: +1 720 465 5333
